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Capital Group Core Equity ETF

347 hedge funds and large institutions have $5.17B invested in Capital Group Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 213 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 72

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

29% more capital invested

Capital invested by funds: $4.01B → $5.17B (+$1.17B)

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

4% more funds holding

Funds holding: 335347 (+12)

2.12% more ownership

Funds ownership: 68.1%70.23% (+2.1%)

Holders
347
Holders Change
+12
Holders Change %
+3.58%
% of All Funds
4.55%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
34
Increased
213
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$6.79M +$1.24M +32,276 +23%
EH
77
Equitable Holdings
New York
$6.66M +$1.14M +29,744 +21%
EA
78
Ergawealth Advisors
Illinois
$6.55M +$5.05M +131,412 +385%
SA
79
Sovran Advisors
California
$6.5M +$1.42M +36,941 +30%
William Blair & Company
80
William Blair & Company
Illinois
$6.38M +$78K +2,031 +1%
CFD
81
Creative Financial Designs
Indiana
$6.07M +$314K +8,169 +6%
FFS
82
Founders Financial Securities
Maryland
$5.92M +$153K +3,983 +3%
SMC
83
Smith, Moore & Co
Missouri
$5.88M -$182K -4,728 -3%
IWC
84
Integrated Wealth Concepts
Massachusetts
$5.87M +$228K +5,938 +4%
AF
85
Affiance Financial
Minnesota
$5.75M -$4.49M -117,058 -45%
CF
86
Centaurus Financial
California
$5.67M +$258K +6,717 +5%
CCP
87
Cushing Capital Partners
Wisconsin
$5.59M +$342K +8,908 +7%
TFS
88
Thoroughbred Financial Services
Tennessee
$5.56M +$721K +18,790 +15%
AGP
89
Aspire Growth Partners
Florida
$5.45M +$392K +10,213 +8%
TCG
90
Transcendent Capital Group
Oklahoma
$5.33M -$193K -5,030 -4%
GWM
91
Geneos Wealth Management
Colorado
$5.33M -$221K -5,743 -4%
ASN
92
Advisory Services Network
Georgia
$5.11M +$801K +20,860 +19%
PA
93
PFG Advisors
Arizona
$4.94M +$604K +15,728 +14%
AIFS
94
A&I Financial Services
Colorado
$4.92M +$600K +15,627 +14%
CCFM
95
Clear Creek Financial Management
Washington
$4.76M +$64.2K +1,673 +1%
PFS
96
Prospera Financial Services
Texas
$4.72M -$4.3K -112 -0.1%
CIA
97
Concurrent Investment Advisors
Florida
$4.69M +$1.01M +26,407 +29%
EPW
98
Endeavor Private Wealth
Kansas
$4.68M +$479K +12,464 +12%
BFG
99
Berger Financial Group
Minnesota
$4.54M -$12.3K -320 -0.3%
CA
100
Continuum Advisory
Idaho
$4.5M +$49.9K +1,299 +1%

CGUS Hedge Fund Activity: Q3 2025 in Review

347 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q3 2025, worth a combined $5.17B — up 29% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGUS positions and 14 closed out — a net gain of 20 holders — while 213 added to existing stakes and 72 trimmed.

The largest buyer was Capital International Investors, adding an estimated $228M. The largest seller was Investment Planning Advisors, cutting an estimated $17M.

  • 347 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q3 2025, up from 335 in Q2 2025.
  • Funds reported $5.17B of Capital Group Core Equity ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Equity ETF positions in Q3 2025 and 14 closed out, a net change of +20 holders.
  • The largest Capital Group Core Equity ETF buyer in Q3 2025 was Capital International Investors, an estimated $228M added.
  • The largest Capital Group Core Equity ETF seller in Q3 2025 was Investment Planning Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2025.